Plan Ledger DOL Form 5500 · updated monthly

Communication Innovations LLC401(k)

COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST · FITCHBURG, WI · plan year 2024

Reported admin expense ratio · 2024
0.75%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Communication Innovations LLC reported $26,927 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $2,051 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,697th of 1,936), and 8,456th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,137,456
Participants with balances151
Active participants130
Employer contributions$266,613
Employee contributions$536,699
Employer contribution per active participant$2,051
Average account balance$27,400
Benefits paid to participants$150,123
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,941
Investment management$14,986
Total administrative$26,927
The Communication Innovations LLC 401(k) match · 2024
Employer contribution per active participant$2,051
Median for plans this size$1,313

Communication Innovations LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$12,016
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan)$14,986

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$26,927 · 0.75%
Similar plansHealth Care & Social Assistance · Wisconsin
Congregational Home, Inc. WI$4.2M · 0.71%
Agility Holdings, LLC WI$4.2M · 0.64%
Grand View Center, Inc. WI$4.1M · 0.46%
Senior Management, Inc. WI$4.1M · 0.28%
Elizabeth Residence, Inc. WI$4.1M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205222679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.